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SAT 14 NOV 2026 · 141 new pieces this week

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Not BoringPacky McCormick
Of Miracles and Moats↗
Miracle technologies like AI attract massive capital, spawning oversupply, price crashes, and consolidation—yet ultimately deliver transformative value to consumers.
A16Z
Defense in Depth, Rebuilt for Machine Speed↗
As AI-driven exploit development outpaces patching cycles, the next five years of cybersecurity will be dominated by defenses that protect systems without…
Menlo VC
2026: The State of Enterprise AI↗
Enterprise AI deployment spending surged 5.4x to $177B in 2026, driven by autonomous agents that now consume 80% of model tokens and enable new use cases in…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsRoboticsCybersecurityMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 26 October 2026

16 pieces
Kevin Stevens
Titan↗Industrials · Market
Kevin Stevens
How Big Things Get Done↗Market
Kevin Stevens
Cable Cowboy↗Media · Market
Kevin Stevens
What It Takes↗Banking · Market
Kevin Stevens
Am I Being Too Subtle↗Market
Kevin Stevens
How Innovation Works↗Market
Kevin Stevens
The Ride of a Lifetime↗Media · Market
Convective Field Notes
Dry Years and Dry Powder ↗Climate · Market
A16Z
Announcing the Third a16z New Media Fellowship↗Market
Emergence Capital
How do you price autonomy on a job site?↗Robotics · Industrials · Market
Turner Novak
🎧🍌 Inside the Anthropic Bet That Made Menlo a Top AI Firm | Matt Murphy↗Market · AI
Saastr
A Record 8,625 Startups Raised Their First Venture Round This Year. Smaller VCs Now Have to Find Founders Before They Found Anything.↗Market
Sammy Abdullah
Q3 Private SaaS M&A Data Shows Downshift↗Enterprise · Market
Stratechery
The End of the Internet↗AI · Market
A Wealth of Common Sense · Ben Carlson
What If This is the Worst Time to Retire?↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: What Happens When Cybersecurity is Bad for Business↗Security · Market

Sunday, 25 October 2026

3 pieces
Saastr
Jason’s Takes on This Week’s 20VC: Meet 100 VCs, None-and-Done Beats One-and-Done, and Build-to-Prod Is Where I’d Make 10 Bets↗Market · AI · Enterprise
Saastr
Your Top Job For 2027: Hire 1-2 Execs Who Can Take the Load, Not Just Do the Work↗Market
Lenny's Newsletter
An 86-minute guide to finding PMF | Rob Snyder (Author, The Power of Pull)↗Market

Saturday, 24 October 2026

3 pieces
Lenny's Newsletter
🧠 Community Wisdom: Negotiating a lowball offer, designers earning a seat in product decisions, resources for building an MCP server, and more↗Market
Kyle Harrison
The Forgotten Industrialist↗Market · Industrials
Stage 2
How Should an Early-Stage Startup Choose Between Distribution Partners?↗Market

Friday, 23 October 2026

8 pieces
NextView VC
The Coverage Math↗Market
A Wealth of Common Sense · Ben Carlson
Markets Are Always Different This Time↗Banking · Market
99% Derisible · Yoni Rechtman
Data-native capital is coming↗AI · Data · Market
Turner Novak
🎧🍌 How Oren Zeev Invests $2.7B With No Employees↗Market
Earnest Sweat
In It, Not Of It↗Market
Newcomer · Eric Newcomer
Anthropic’s Pending IPO Has Silicon Valley on the Edge of Its Seat↗Market · AI
Sammy Abdullah
The VC with the most SaaS IPOs since 2017↗Market
Day by Jay · Jackie DiMonte
Every cycle is unprecedented, this one’s no different↗Market · AI

Thursday, 22 October 2026

10 pieces
Madrona Ventures
AI Was Supposed to Replace SDRs. The Top Companies Are Hiring More↗MarTech · Market
Lightspeed Venture Partners Blog
Noam Neumann↗Market
Lightspeed Venture Partners Blog
Jonatan Bien↗Market
Lightspeed Venture Partners Blog
Guy Weiss↗Market
Lightspeed Venture Partners Blog
Manohar (Mano) Paluri↗Market
Lightspeed Venture Partners Blog
Solomon (Sol) Reisberg↗Market
Lightspeed Venture Partners Blog
DJ Patil↗Market
Lightspeed Venture Partners Blog
Kevin Weil↗Market
A16Z
Meet the a16z Ops Engineering Fellows ↗Market · AI
A16Z Crypto
Introducing a16z Frontier↗Market · AI · Crypto
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